Operations Analyst
New York Cityremotemid$65K – $75K
Posted 6 days ago · via Workday
About this role
Primary Responsibilities Support of the Addepar and Orion systems which is used for client performance reporting. This includes: New account set-up: including coding, linking to custodians and ensuring proper reporting of all investments. Daily update/reconciliation Monitor reporting and integration of alternative assets Monthly performance updates Proactively monitor dashboards to ensure system integrity and data accuracy Maintain a working understanding of the metrics, calculations, key user workflows, and operational processes involved in end-to-end maintenance of the reporting platform. Document required processes for ongoing system support, participate in requirements gathering for ongoing system updates, and help facilitate user integration and acceptance testing.…
Read the full description on Cerity Partners Management's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: salesforce
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is remote-eligible — we factor in your stated location and time-zone overlap.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
salesforce